Dynasty Financial Partners has hired Matthew Marsh as director of investment solutions. Previously, Marsh worked at Morgan Stanley where he most recently served as the southwest regional manager for the consulting group.
NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners announced today that Matthew Marsh will join the firm as Director of Investment Solutions. Mr. Marsh will be responsible for leading investments solutions in the Western and Central Divisions for Dynasty’s Advisory Firms, including the Dynasty TAMP, portfolio model management and rebalancing, SMA and UMA solutions, hedge funds, private equity, and capital markets.
Mr. Marsh will work closely with Scott Welch, Chief Investment Officer, and Michael Moriarty, Director of Investment Platforms, to provide Dynasty’s network of Advisory Firms with state-of-the art technology and research to solve clients’ investment needs. He will report to Todd Thomson, Dynasty Financial Partners’ Chairman who also chairs Dynasty’s Investment Committee. He will split time between Dynasty’s San Francisco and Chicago corporate offices.
According to Mr. Thomson, “Having led sales and solutions for Morgan Stanley’s Consulting Group regionally for the past 10 years, Matt’s experience and reputation as a hands-on resource for top advisors is well known. Matt has the vision and expertise to work with our advisory firms on developing investment strategies and expanding and professionalizing their investment platforms to help drive performance and growth.”
“As the growth partner to our advisory firms, Dynasty provides the research, technology and product access that allows our firms to ensure they can meet their client needs, from the most basic to the most sophisticated,” said Mr. Moriarty. “Most recently, we launched our Dynasty Select hedge fund and private equity offerings, which includes technology that allows Limited Partnership investments to be made in a remarkably efficient and scalable manner. We will continue to expand the investment platform to meet the needs of our growing client roster and expect Matt will allow us to get even better feedback from our clients on their evolving needs. We’re excited to have Matt join the Dynasty family.”
Mr. Marsh said, “I am thrilled to join Dynasty’s fast-paced entrepreneurial environment. The quality and breadth of Dynasty’s investment capability rivals anything I have seen in the industry. I look forward to working with Dynasty’s independent advisory firms on their client investment solutions and growth opportunities.”
Mr. Marsh will build on Dynasty’s success as a leading Turnkey Asset Management Program (TAMP) investment platform for independent advisors. Dynasty’s TAMP has had explosive growth in assets across their investment platform including in APM, SMA, UMA and LP programs. Dynasty has also built out other capabilities in the areas of capital markets, a Donor Advised Fund, investment banking services, and a robust suite of alternative investment options.
With a total of 37 advisory firms on its Network Platform, Dynasty which is headquartered in New York City, has recently expanded its footprint to provide more local service to clients; opening corporate offices in Chicago, San Francisco and Florida.
Matt Marsh CFP® CIMA® joins Dynasty Financial Partners from Morgan Stanley where he was recently the Southwest Regional Manager for the Consulting Group. In that role, he was responsible for all advisory sales activity in the Southwest region. Prior to that, he was a Senior Regional Director for the Consulting Group from 2007 – 2014, responsible for all advisory programs including Separately Managed Account (SMA), Unified Managed Account (UMA), Mutual Fund (MF) Wrap and Rep as Advisor (PM). From 2005-2007, Mr. Marsh was Vice President, Wealth Management Specialist, responsible for all wealth management activities for two regions within the Smith Barney retail framework. In 2003-2004, he was Wealth Management Advisor, Global Private Client at Merrill Lynch in San Diego, CA. From 1999-2003, he held senior equity trading/portfolio manager and associate roles at Wells Fargo Securities and Wachovia Securities.
He holds a Bachelor of Business Administration from Loyola Marymount University and an MBA from Goizueta Business School, Emory University.
Mr. Marsh is a Certified Financial Planner® practitioner and a Certified Investment Management Analyst®. In addition, he completed Series 7, 24, 55, 63 and 66 of the National Association of Securities Dealers Examinations.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.